Carr Financial Planning

Restricted - Whole of Market  Carr Financial Planning, North Shields, Tyne and Wear, NE30 1AR
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FCA authorised
Last authorised 13th September 2021
As a Chartered Financial adviser I specialise in advising on the full range of financial planning; from investment strategies, pension planning, mortgages through to protection. Please get in touch to see your full range of options.
We can advise you on
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Buy my next home
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Buying first home
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Flexible mortgages
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Group Pension/Stakeholder
Meet our advisers
MR Adam Carr B.A M.A ALIBF Chartered ALIBF
Financial Adviser
About us

I advise on all aspects of individual financial planning. I also specialise in the transfer of guaranteed pensions benefits, such as final salary pensions. Specifically I help the individual to;

Compare the benefits you might give up if you transfer out of your employer’s scheme with the benefits you might get if you transfer into a new employer’s scheme or a personal/stakeholder pension.

Assess the level to which your employer’s pension scheme is funded, the risk that your benefits might be reduced and the effect on any transfer value offered.

Check the difference between defined benefit and defined contribution arrangements.

Check your full range of options.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Contact me via <email address hidden>

Our services

Most importantly we are a business that puts good customer outcomes at its heart, helping to create prosperity for the generations of today and tomorrow.

We continually strive to do this through quality face to face advice, through strong, long term investment management performance, through our commitment to building long-term relationships, and by delivering consistent and award-winning customer service

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Carr Financial Planning, Suite 2.4 Howard House Commercial Centre, North Shields, Tyne and Wear, NE1 3DY

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